we like cyclical areas, the economy, reliant steel, i mentioned, which we think is part of the u.s. manufacturing renaissance. we like china here, too, which has been through a big bear market, just starting to come back out of it. our numbers indicate china is going to be recovering the second half of the year and going on a bigger growth. air china is a great stock, we think. two or three times cash flow. 40% off its highs from just a couple years ago. >> and jack, to wrap it up, you guys both just recommended financials, we're watching what's going on in cyprus. do the weakness in european banks benefit our banks at all? >> i would say in general, it does. you know, it certainly puts the u.s. in a better light. it puts the u.s. banking system in a better light. you know, while we're certainly not out of equities, in fact, we're overweight high volatility asset classes, you know, i would prefer to at least at this stage, you know, make our money here at home. >> got it. relatively speaking. looking better. thank you very much, jack and steve. and by the way, we're sitting around s